See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,527 | $86,929+151.4% | $102,423+113.4% | $80,856+170.3% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 15.41% | 18.88%-3.5pp | 29.32%-13.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,730 | $2,369+15.2% | $3,023-9.7% | $2,755-0.9% |
| Participant deferral / active EE | $7,708 | $4,118+87.2% | $5,053+52.6% | $4,296+79.4% |
| Admin fee / account holder | $24,249 | $8,049+201.3% | $9,451+156.6% | $6,918+250.5% |